Who We Are

 

Peggy Bergan, ChFC, CLU, AEP
Owner, Vineyard Financial Group
ChFC, Advanced Financial Planning
CLU, Insurance Specialty
AEP, Accredited Estate Planner

pbergan@vineyardfinancialgroup.com

 

 

Scott Bergan, ChFC, CLU, AWMA
Owner, Vineyard Financial Group
ChFC, Advanced Financial Planning
CLU, Insurance Specialty
AWMA, Accredited Wealth Management Advisor

sbergan@vineyardfinancialgroup.com

 

 

 

 

Patty Ballesteros

Client Services and Operations Administrator

pballesteros@vineyardfinancialgroup.com

 

 


 

 

Scott and Peggy Bergan pride themselves on taking the time to fully understand your family's goals and needs.  They develop a comprehensive and measurable plan of action.  Your path to success is then measured through meaningful and regularly scheduled proactive communication. 

As equal owners of Vineyard Financial Group, the couple integrates their complementary specializations to maximize and protect wealth for individuals, families, and small businesses.  They both have acquired the professional designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).  Additionally, Peggy has acquired the Accredited Estate Planner (AEP) designation and Scott has acquired the Accredited Wealth Management Advisor (AWMA) designation. 

Beyond the Bergan’s expertise, however, comes their devotion to their clients.  Offering what they call, “Appropriate Level Financial Planning,” Scott and Peggy equip each Vineyard Wealth Management client with a financial planning process that is tailor made for the individual.  Standing by the motto, “You don’t know what you don’t know,” the Bergans make themselves ready and available to help their clients avoid the “big mistakes.”  It is their combined industry knowledge and steadfast dedication to their clients that has allowed Scott and Peggy to earn positions as Trusted Financial Advisor while continually developing long-term, rewarding personal relationships.